Bloomberg Surveillance

Bloomberg Surveillance TV: March 19, 2024 (Bank of America Special)

Mar 19, 2024

Bank of America executives discuss the US economy resilience and opportunities in the global market. Economists analyze mixed economic data and Fed's upcoming interest rate decision. The podcast explores AI's influence on labor, market euphoria, and navigating risks in financial markets.

39:33

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Quick takeaways

Bank of America CEO highlights US consumer resilience and slow burn in commercial real estate sector.

Fed's interest rate decision influenced by inflation-growth balance and market indicators for rate adjustments.

Deep dives

The Fed's View on Inflation and Growth

The Federal Reserve is considering interest rate cuts with the release of projections in June. They are in a conundrum about the balance between inflation and growth, particularly when facing hotter-than-expected inflation prints.

Introduction

2min

Economic Resilience, Investment Caution, and Banking Industry Dynamics

16min

Exploring the Influence of AI on Labor and Market Euphoria

4min

Navigating Opportunities and Risks in Financial Markets

8min

Economic Analysis and Financial Services Promotion

3min

Navigating Retail Sales Softness and Economic Trends

6min

Analyzing Federal Reserve's Stance and Economic Projections

4min

-Brian Moynihan, Bank of America Chairman & CEO
-Savita Subramanian, BofA Head of US Equity & Quantitative Strategy & Jill Carey Hall, BofA Head of U.S. Small and Mid-Cap Strategy
-Michael Gapen, BofA Global Research Head of US Economics & Aditya Bhave, BofA Global Research Senior US Economist

Bank of America Chairman & CEO Brian Moynihan discusses the state of the US economy, 'resilient' US consumers and the 'slow burn' of commercial real estate. Bank of America equity strategy heads Savita Subramanian & Jill Carey Hall on where they see 'euphoria' and opportunities in the global market. Michael Gapen, BofA Global Research Head of US Economics & Aditya Bhave, BofA Global Research Senior US Economist, discuss the mixed messages from recent economic data and the Fed's upcoming decision on interest rates.

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